SFP
SUSA icon

Shepherd Financial Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Shepherd Financial Partners’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.68M Sell
20,325
-1,130
-5% -$157K 0.25% 68
2025
Q4 		$2.99M Sell
21,455
-342
-2% -$47.2K 0.28% 65
2025
Q3 		$2.96M Sell
21,797
-563
-3% -$73.5K 0.28% 65
2025
Q2 		$2.83M Sell
22,360
-151
-0.7% -$17.8K 0.3% 59
2025
Q1 		$2.59M Sell
22,511
-4,475
-17% -$543K 0.3% 60
2024
Q4 		$3.28M Sell
26,986
-1,025
-4% -$126K 0.39% 42
2024
Q3 		$3.37M Sell
28,011
-1,579
-5% -$182K 0.41% 41
2024
Q2 		$3.33M Sell
29,590
-943
-3% -$102K 0.43% 39
2024
Q1 		$3.33M Buy
30,533
+3,380
+12% +$352K 0.44% 39
2023
Q4 		$2.73M Sell
27,153
-298
-1% -$27.8K 0.39% 45
2023
Q3 		$2.47M Sell
27,451
-685
-2% -$64.5K 0.39% 50
2023
Q2 		$2.63M Sell
28,136
-534
-2% -$47.4K 0.41% 44
2023
Q1 		$2.52M Sell
28,670
-98
-0.3% -$8.42K 0.42% 43
2022
Q4 		$2.37M Buy
28,768
+2,087
+8% +$172K 0.43% 46
2022
Q3 		$2.02M Buy
26,681
+298
+1% +$25.3K 0.4% 50
2022
Q2 		$2.13M Buy
26,383
+454
+2% +$39.9K 0.41% 47
2022
Q1 		$2.51M Sell
25,929
-927
-3% -$89.8K 0.45% 45
2021
Q4 		$2.85M Buy
26,856
+1,236
+5% +$127K 0.49% 40
2021
Q3 		$2.46M Buy
25,620
+1,397
+6% +$138K 0.47% 38
2021
Q2 		$2.31M Buy
24,223
+298
+1% +$27.6K 0.44% 42
2021
Q1 		$2.1M Sell
23,925
-2,826
-11% -$241K 0.47% 43
2020
Q4 		$2.2M Buy
26,751
+883
+3% +$69K 0.5% 41
2020
Q3 		$1.9M Sell
25,868
-2,978
-10% -$215K 0.45% 42
2020
Q2 		$1.93M Sell
28,846
-1,300
-4% -$81.3K 0.52% 29
2020
Q1 		$1.65M Sell
30,146
-2,472
-8% -$158K 0.57% 30
2019
Q4 		$2.19M Buy
32,618
+70
+0.2% +$4.48K 0.51% 38
2019
Q3 		$2.01M Buy
32,548
+2,170
+7% +$133K 0.5% 38
2019
Q2 		$1.85M Sell
30,378
-370
-1% -$22.1K 0.35% 38
2019
Q1 		$1.82M Buy
30,748
+1,200
+4% +$67.6K 0.35% 42
2018
Q4 		$1.52M Sell
29,548
-2,956
-9% -$164K 0.33% 39
2018
Q3 		$1.83M Sell
32,504
-32
-0.1% -$1.88K 0.41% 40
2018
Q2 		$1.83M Buy
32,536
+10,132
+45% +$570K 0.41% 40
2018
Q1 		$1.24M Buy
22,404
+3,020
+16% +$172K 0.31% 46
2017
Q4 		$1.08M Buy
19,384
+1,528
+9% +$82.8K 0.25% 53
2017
Q3 		$942K Sell
17,856
-1,842
-9% -$95.4K 0.22% 58
2017
Q2 		$1.01M Sell
19,698
-174
-0.9% -$8.75K 0.25% 56
2017
Q1 		$969K Hold
19,872
– – 0.25% 56
2016
Q4 		$922K Buy
+19,872
New +$902K 0.26% 59

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Shepherd Financial Partners's SUSA Position: Q1 2026 in Review

Shepherd Financial Partners reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 5.3% in Q1 2026, selling an estimated $157K and leaving 20,325 shares worth $2.68M. The position accounts for 0.25% of the portfolio, ranked #68.

Shepherd Financial Partners first reported a position in SUSA in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.37M in Q3 2024. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Shepherd Financial Partners held 20,325 shares of iShares ESG Optimized MSCI USA ETF worth $2.68M as of Q1 2026.
  • Shepherd Financial Partners sold 1,130 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $157K.
  • iShares ESG Optimized MSCI USA ETF made up 0.25% of Shepherd Financial Partners's portfolio in Q1 2026, its #68 holding.
  • Shepherd Financial Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2016 and has held it in 38 quarters since.
  • Shepherd Financial Partners's iShares ESG Optimized MSCI USA ETF position peaked at $3.37M in Q3 2024.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.